Grace Vidal-Ribas
Senior Wealth Advisor, Portfolio Manager, Cim Fcsi @Scotia Wealth Management
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WORK HISTORY
Senior Wealth Advisor, Portfolio Manager, Cim Fcsi @Scotia Wealth Management
Toronto, ON, CA
Wealth Management needs can be unique, complex, and extremely personal. Knowing this, our team provides comprehensive financial care that considers your family, your business, your lifestyle preferences, and most importantly, your future. Our specialty is making the complex simple. Working with an exceptional in-house team as well as a group of specialists at Scotia Wealth Management, our clients receive outstanding service that is delivered with clarity, integrity, transparency, and respect for your time.In order to best meet your personal and professional objectives, the Vidal-Ribas team takes a global approach that connects you with esteemed professionals here at home, and abroad as necessary. Our in-house rolodex is deep, and our external connections are exceptional.
EDUCATION
University of Ottawa
Honours Bachelor of Social Science, Social Sciences
SKILLS
ABOUT GRACE VIDAL-RIBAS
Personalized wealth planning and investment management go hand in hand. A properly executed, globally cohesive strategy can mean the difference between having wealth for a time, and having wealth that grows over generations. A holistic, process-driven approach to wealth management helps ensure that each client has the ability to capitalize on their wealth. I get to know each client, whether professionals, families, or entrepreneurs, and invest as much time as necessary with them to understand their unique goals and perspective. I support many women in their professional goals, financial education and confidence and often work with multiple generations, coaching them about family governance and developing genuine relationships that last. I have a strong personal ethic that encompasses both my work and approach to life, and I believe in providing fee-based wealth management that is transparent, valuable, and highly personalized. I am a proud member of the Women’s Exchange Network, Women in Capital Markets, Women’s Advisory Board, and a champion of women in business.
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